Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Enterprise Products Partners L.P. - Limited Partnership, to m.in Point72 Asset Management, L.P., Keeler THomas Management LLC, TB Alternative Assets Ltd., TCFG Investment Advisors, LLC, Resolute Capital Asset Partners LLC, CMH Wealth Management LLC, Apella Capital, LLC, Tiaa-cref Individual & Institutional Services, Llc, Greenwood Gearhart Inc, Marietta Wealth Management, LLC, Vertrix Wealth Management, LLC, Wealth Dimensions Group, Ltd., Kathmere Capital Management, LLC, CMC Financial Group, Envision Financial Transparency, LLC, Flow Traders U.s. Llc, Gateway Wealth Partners, LLC, Gotham Asset Management, LLC, Compass Capital Management, Inc, i U.S. Capital Wealth Advisors, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-03-02 | 13F | Reflection Asset Management | 300 | 10 | ||||||
| 2026-04-30 | 13F | Beacon Financial Group | 6 005 | 227 | ||||||
| 2026-05-06 | 13F | Hurley Capital, LLC | 351 725 | 33,11 | 13 309 | 57,11 | ||||
| 2026-05-11 | 13F | Fortis Capital Management LLC | 11 978 | 15,86 | 453 | 36,86 | ||||
| 2026-05-04 | 13F | Arrow Investment Advisors, LLC | 5 534 | 209 | ||||||
| 2026-05-07 | 13F | Scarborough Advisors, LLC | 548 | 21 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 142 929 | 89,55 | 5 408 | 123,75 | ||||
| 2026-05-15 | 13F | Tortoise Capital Advisors, L.l.c. | 14 861 384 | 4,06 | 562 355 | 22,82 | ||||
| 2026-05-19 | 13F | Orographic Financial Advisors, LLC | 8 542 | 0 | ||||||
| 2026-04-16 | 13F | Financial Management Network Inc | 6 007 | 225 | ||||||
| 2026-05-05 | 13F | RFG - Bristol Wealth Advisors, LLC | 5 818 | 220 | ||||||
| 2026-05-07 | 13F | Lyell Wealth Management, Lp | 7 589 | 287 | ||||||
| 2026-05-13 | 13F | Invictus Private Wealth, Llc | 9 300 | 352 | ||||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 6 784 | 257 | ||||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 151 455 | 3,34 | 5 731 | 21,99 | ||||
| 2026-05-14 | 13F | Gamco Investors, Inc. Et Al | 205 873 | 0,78 | 7 790 | 18,97 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 5 722 | 217 | ||||||
| 2026-05-14 | 13F | Johnson Financial Group, LLC | 22 191 | 7,44 | 840 | 26,74 | ||||
| 2026-05-15 | 13F | Rothschild Capital Partners, LLC | 233 118 | 7,71 | 8 821 | 27,14 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 30 991 | 3,35 | 1 173 | 21,96 | ||||
| 2026-04-02 | 13F | Hilltop National Bank | 30 797 | 3,88 | 1 165 | 22,63 | ||||
| 2026-04-24 | 13F | Michels Family Financial, LLC | 5 487 | 208 | ||||||
| 2026-05-14 | 13F | Coastal Bridge Advisors, LLC | 10 295 | 0,32 | 390 | 18,60 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 8 848 | 335 | ||||||
| 2026-05-15 | 13F | Toronto Dominion Bank | 151 943 | 5 750 | ||||||
| 2026-03-04 | 13F | AG Campbell Advisory, LLC | 276 | 9 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 14 619 | 0,34 | 553 | 18,42 | ||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 99 329 | 101,63 | 3 759 | 138,00 | ||||
| 2026-05-05 | 13F | Putnam Fl Investment Management Co | 6 456 | 244 | ||||||
| 2026-05-15 | 13F/A | EverSource Wealth Advisors, LLC | 14 063 | 19,06 | 532 | 40,74 | ||||
| 2026-05-15 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 12 118 253 | 5,54 | 458 555 | 24,56 | ||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 2 442 | 1,83 | 92 | 21,05 | ||||
| 2026-04-27 | 13F | Turtle Creek Wealth Advisors, LLC | 411 781 | 0,29 | 15 582 | 18,37 | ||||
| 2026-04-13 | 13F | Hudson Capital Management LLC | 6 230 | 236 | ||||||
| 2026-04-20 | 13F | Obermeyer Wood Investment Counsel, Lllp | 45 272 | 5,84 | 1 713 | 24,95 | ||||
| 2026-05-04 | 13F | Tradewinds, LLC. | 5 343 | 203 | ||||||
| 2026-05-12 | 13F | Kirtland Hills Capital Management, Llc | 33 909 | 86,02 | 1 280 | 119,01 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 224 620 | 112,36 | 8 | 166,67 | ||||
| 2026-05-01 | 13F | Patten & Patten Inc/tn | 14 471 | 0,79 | 548 | 18,91 | ||||
| 2026-04-10 | 13F | Armstrong Advisory Group, Inc | 12 670 | 6,33 | 479 | 25,39 | ||||
| 2026-04-15 | 13F | Register Financial Advisors LLC | 23 986 | 7,71 | 908 | 27,21 | ||||
| 2026-04-07 | 13F | Howard Financial Services, Ltd. | 133 768 | 12,06 | 5 062 | 32,24 | ||||
| 2026-05-06 | 13F | Pacitti Group Inc. | 32 537 | 0,67 | 1 231 | 18,82 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 57 386 | 0,01 | 2 171 | 18,05 | ||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 761 | 10,61 | 29 | 27,27 | ||||
| 2026-05-13 | 13F | Northern Capital Management, Inc. | 7 488 | 0,20 | 283 | 18,41 | ||||
| 2026-04-28 | 13F | Bfsg, Llc | 101 709 | 7 675,92 | 3 849 | 9 285,37 | ||||
| 2026-05-07 | 13F | Richard C. Young & CO., LTD. | 6 036 | 228 | ||||||
| 2026-05-07 | 13F | Royal Palms Capital LLC | 87 590 | 53,42 | 3 314 | 81,09 | ||||
| 2026-04-06 | 13F | Versant Capital Management, Inc | 3 791 | 1,36 | 143 | 20,17 | ||||
| 2026-04-29 | 13F | Saxon Interests, Inc. | 25 319 | 7,69 | 958 | 27,22 | ||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 103 | 4 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 8 887 | 336 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 43 774 | 1 656 | ||||||
| 2026-05-12 | 13F | Stokes Family Office, LLC | 30 085 | 0,69 | 1 138 | 18,91 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 4 588 523 | 1,74 | 174 | 20,14 | ||||
| 2026-05-15 | 13F | Cerity Partners LLC | 631 472 | 28,27 | 23 893 | 51,38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 2 631 600 | 32,61 | 99 580 | 56,51 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 194 400 | 0,67 | 7 356 | 18,84 | |||
| 2026-05-11 | 13F | Ing Groep Nv | 87 900 | 3 326 | ||||||
| 2026-04-29 | 13F | Cary Street Partner Investment Advisory Llc | 68 036 | 0,20 | 2 574 | 18,29 | ||||
| 2026-05-07 | 13F | Resolute Wealth Strategies, LLC | 6 849 | 0,63 | 259 | 18,81 | ||||
| 2026-02-13 | 13F | Karpus Management, Inc. | 496 | 16 | ||||||
| 2026-05-05 | 13F | Capital Investment Advisory Services, LLC | 56 060 | 8,49 | 2 121 | 28,08 | ||||
| 2026-05-15 | 13F | Blackstone Group Inc | 21 103 484 | 9,60 | 798 556 | 29,36 | ||||
| 2026-05-11 | 13F | Manchester Capital Management LLC | 3 000 | 114 | ||||||
| 2026-04-15 | 13F | Krs Capital Management, Llc | 5 662 | 214 | ||||||
| 2026-05-14 | 13F | SWAN Capital LLC | 606 | 262,87 | 23 | 340,00 | ||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 6 657 | 213 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 252 467 | 23,13 | 9 553 | 45,34 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 70 971 | 665,35 | 2 686 | 804,04 | ||||
| 2026-04-08 | 13F | Dover Advisors, Llc | 5 411 | 205 | ||||||
| 2026-04-14 | 13F | Heirloom Wealth Management | 23 112 | 41,63 | 875 | 67,11 | ||||
| 2026-05-15 | 13F | JT Stratford LLC | 5 435 | 206 | ||||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 3 753 | 1 159,40 | 142 | 1 477,78 | ||||
| 2026-04-28 | 13F | Hardy Reed LLC | 26 456 | 9,52 | 1 001 | 29,33 | ||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 12 284 | 63,35 | 465 | 92,53 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 48 137 | 40,96 | 1 822 | 66,45 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 42 126 | 0,05 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | Call | 4 798 900 | 102,85 | 181 590 | 139,43 | |||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 139 100 | 60,28 | 5 264 | 89,18 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 5 319 | 201 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 8 765 | 24,50 | 332 | 47,11 | ||||
| 2026-05-05 | 13F | Gould Asset Management Llc /ca/ | 17 270 | 0,02 | 654 | 18,08 | ||||
| 2026-04-22 | 13F | Red Door Wealth Management, LLC | 53 218 | 1,14 | 2 014 | 19,40 | ||||
| 2026-05-07 | 13F | Van Strum & Towne Inc. | 6 100 | 231 | ||||||
| 2026-05-06 | 13F | Townsend Asset Management Corp /nc/ /adv | 8 821 | 31,32 | 334 | 54,88 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 194 520 | 3,93 | 6 236 | 6,56 | ||||
| 2026-04-17 | 13F | Vermillion Wealth Management, Inc. | 4 868 | 0,04 | 184 | 17,95 | ||||
| 2026-05-13 | 13F | Fiduciary Family Office, Llc | 6 060 | 229 | ||||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 3 700 | 140 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 142 565 | 1,45 | 5 395 | 19,73 | ||||
| 2026-04-27 | 13F | Mount Yale Investment Advisors, LLC | 1 032 176 | 1,29 | 39 058 | 19,55 | ||||
| 2026-04-09 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 225 | 20,83 | 500 | 42,86 | ||||
| 2026-05-27 | 13F | Allen Capital Group, LLC | 25 092 | 1,50 | 949 | 19,82 | ||||
| 2026-05-01 | 13F | Holistic Planning, LLC | 13 957 | 0,01 | 528 | 18,12 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Put | 224 600 | 63,35 | 7 201 | 67,48 | |||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 20 150 | 101,50 | 762 | 138,13 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | Call | 1 104 100 | 9,59 | 35 397 | 12,36 | |||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 111 267 | 3,03 | 4 210 | 21,61 | ||||
| 2026-05-22 | 13F | WNY Asset Management, LLC | 9 711 | 2,88 | 367 | 24,41 | ||||
| 2026-05-14 | 13F | Klingman & Associates, LLC | 6 058 | 229 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | Put | 127 500 | 4 825 | |||||
| 2026-04-08 | 13F | Cadent Capital Advisors, LLC | 8 257 | 0,89 | 312 | 19,08 | ||||
| 2026-04-15 | 13F | Albert D Mason Inc | 40 467 | 2,32 | 1 531 | 20,84 | ||||
| 2026-04-02 | 13F | Lvm Capital Management Ltd/mi | 5 532 | 0 | ||||||
| 2026-05-15 | 13F | Resolute Capital Asset Partners LLC | 50 000 | 1 892 | ||||||
| 2026-04-28 | 13F | Private Wealth Partners, LLC | 119 100 | 1,53 | 4 507 | 19,84 | ||||
| 2026-04-23 | 13F | Mayflower Financial Advisors, LLC | 35 120 | 1,53 | 1 329 | 19,86 | ||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 733 | 28 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 23 331 | 0,32 | 883 | 18,39 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 55 340 | 0,90 | 2 094 | 19,11 | ||||
| 2026-04-28 | 13F | Steigerwald, Gordon & Koch Inc. | 1 734 | 258,26 | 66 | 333,33 | ||||
| 2026-04-28 | 13F | Fortitude Advisory Group L.L.C. | 18 238 | 0,10 | 690 | 18,15 | ||||
| 2026-04-15 | 13F | Avondale Wealth Management | 5 290 | 200 | ||||||
| 2026-05-13 | 13F | Pinnacle Financial Group, LLC / IL | 10 132 | 1,50 | 383 | 19,69 | ||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 56 330 | 4,15 | 2 132 | 22,90 | ||||
| 2026-05-15 | 13F | Eagle Global Advisors Llc | 3 325 426 | 13,50 | 125 834 | 33,97 | ||||
| 2026-05-01 | 13F | Reuter James Wealth Management, Llc | 17 124 | 0,73 | 648 | 18,72 | ||||
| 2026-05-07 | 13F | Applied Capital LLC/FL | 80 959 | 3,88 | 3 063 | 22,62 | ||||
| 2026-04-23 | 13F | Phraction Management LLC | 22 209 | 4,25 | 840 | 22,99 | ||||
| 2026-04-23 | 13F | North Star Investment Management Corp. | 21 705 | 24,71 | 821 | 47,13 | ||||
| 2026-05-12 | 13F | Insigneo Advisory Services, Llc | 12 694 | 72,87 | 480 | 104,26 | ||||
| 2026-05-12 | 13F | Baker Avenue Asset Management, LP | 6 194 | 234 | ||||||
| 2026-04-16 | 13F | Birch Financial Group, Llc | 6 824 | 0,65 | 258 | 18,89 | ||||
| 2026-04-23 | 13F | Asset Planning,Inc | 1 656 | 1,53 | 63 | 19,23 | ||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 15 458 | 509,54 | 585 | 620,99 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 154 492 | 662,02 | 5 846 | 800,62 | ||||
| 2026-04-27 | 13F | Canal Capital Management, LLC | 34 410 | 266,30 | 1 302 | 332,56 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Put | 291 500 | 12,12 | 11 030 | 32,33 | |||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 330 404 | 0,91 | 12 502 | 19,10 | ||||
| 2026-05-04 | 13F | First Foundation Advisors | 150 279 | 0,14 | 5 687 | 18,21 | ||||
| 2026-05-05 | 13F | IMC-Chicago, LLC | Call | 859 100 | 30,03 | 32 508 | 53,47 | |||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 16 717 | 17,54 | 653 | 43,20 | ||||
| 2026-05-01 | 13F | Midwest Trust Co | 16 508 | 28,39 | 625 | 51,46 | ||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 88 650 | 7,70 | 3 355 | 27,14 | ||||
| 2026-05-05 | 13F | PFG Advisors | 5 326 | 202 | ||||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 45 490 | 18,65 | 1 721 | 40,03 | ||||
| 2026-05-15 | 13F | NEOS Investment Management LLC | 537 801 | 1 054,57 | 20 350 | 1 263,03 | ||||
| 2026-04-20 | 13F | TFB Advisors LLC | 7 784 | 1,96 | 295 | 20,49 | ||||
| 2026-04-23 | 13F | 3Chopt Investment Partners, LLC | 7 116 | 269 | ||||||
| 2026-05-01 | 13F | Martel Wealth Advisors Inc | 10 640 | 46,96 | 403 | 73,28 | ||||
| 2026-05-15 | 13F | Armis Advisers, LLC | 5 594 | 214 | ||||||
| 2026-04-13 | 13F | Hm Payson & Co | 37 354 | 0,64 | 1 413 | 18,84 | ||||
| 2026-04-08 | 13F | Gilman Hill Asset Management, LLC | 215 812 | 6,32 | 8 166 | 25,50 | ||||
| 2026-05-11 | 13F | Shepherd Financial Partners LLC | 14 097 | 0,95 | 533 | 19,24 | ||||
| 2026-05-02 | 13F | Auxano Advisors, LLC | 12 956 | 8,36 | 490 | 27,94 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 6 045 | 229 | ||||||
| 2026-05-01 | 13F | New Republic Capital, LLC | 5 384 | 204 | ||||||
| 2026-04-23 | 13F | SevenBridge Financial Group, LLC | 7 884 | 6,77 | 298 | 21,72 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 14 707 | 0,57 | 556 | 18,80 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 632 544 | 4,51 | 23 939 | 23,37 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 27 045 | 0,16 | 1 023 | 14,56 | ||||
| 2026-05-14 | 13F | Traynor Capital Management, Inc. | 14 521 | 5,94 | 567 | 29,16 | ||||
| 2026-04-22 | 13F | Diamant Asset Management, Inc. | 451 431 | 3 684,00 | 451 | 18,06 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 21 368 | 9,69 | 809 | 29,49 | ||||
| 2026-04-30 | 13F | Simplicity Wealth,LLC | 6 369 | 0,39 | 241 | 18,72 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 67 777 | 38,36 | 2 586 | 64,71 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 108 479 | 21,42 | 4 105 | 43,30 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 124 350 | 59,33 | 4 705 | 88,05 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 87 821 | 5,88 | 3 323 | 24,97 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 9 875 | 0,01 | 374 | 18,04 | ||||
| 2026-05-15 | 13F | Bedell Frazier Investment Counseling, LLC | 6 180 | 234 | ||||||
| 2026-04-27 | 13F | BIP Wealth, LLC | 26 578 | 11,29 | 1 006 | 31,37 | ||||
| 2026-05-14 | 13F | Gladstone Institutional Advisory LLC | 19 781 | 4,64 | 749 | 23,43 | ||||
| 2026-04-28 | 13F | Intrinsic Value Partners, LLC | 6 000 | 227 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 26 646 255 | 0,19 | 1 008 294 | 18,25 | ||||
| 2026-05-15 | 13F | Zuckerman Investment Group, LLC | 5 446 | 206 | ||||||
| 2026-05-11 | 13F | White Pine Capital Llc | 17 786 | 16,74 | 673 | 37,91 | ||||
| 2026-04-23 | 13F | iA Global Asset Management Inc. | 568 476 | 7,31 | 22 | 31,25 | ||||
| 2026-05-12 | 13F | First American Trust, Fsb | 386 | 18,04 | ||||||
| 2026-04-16 | 13F | Rfg Holdings, Inc. | 23 869 | 0,08 | 903 | 18,19 | ||||
| 2026-04-17 | 13F | Arkfeld Wealth Strategies, L.L.C. | 11 770 | 0,09 | 437 | 17,20 | ||||
| 2026-04-16 | 13F | Ellsworth Advisors, LLC | 256 060 | 18,69 | 9 689 | 37,69 | ||||
| 2026-05-12 | 13F | Entrust Financial Llc | 1 851 | 0,49 | 70 | 18,64 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 88 225 | 6,29 | 3 338 | 25,44 | ||||
| 2026-05-08 | 13F | Cura Wealth Advisors, Llc | 5 361 | 203 | ||||||
| 2026-05-01 | 13F | CenterStar Asset Management, LLC | 13 255 | 502 | 343,36 | |||||
| 2026-05-15 | 13F | Victory Capital Management Inc | 1 501 034 | 0,01 | 56 799 | 18,04 | ||||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Put | 96 700 | 351,87 | 3 659 | 433,38 | |||
| 2026-05-01 | 13F | CenterStar Asset Management, LLC | Call | 51 300 | 285,71 | 1 941 | 355,63 | |||
| 2026-05-15 | 13F | Squarepoint Ops LLC | Call | 37 700 | 1 427 | |||||
| 2026-05-15 | 13F | Magnolia Capital Advisors Llc | 14 430 | 6,02 | 546 | 25,23 | ||||
| 2026-05-01 | 13F | CenterStar Asset Management, LLC | Put | 83 500 | 358,79 | 3 160 | 441,85 | |||
| 2026-05-12 | 13F | Americana Partners, LLC | 2 285 210 | 1,68 | 86 472 | 20,01 | ||||
| 2026-05-04 | 13F | Hexagon Capital Partners LLC | 203 772 | 0,74 | 7 711 | 18,91 | ||||
| 2026-05-12 | 13F | Waterloo Capital, L.P. | 18 761 | 31,09 | 710 | 54,80 | ||||
| 2026-04-14 | 13F | Papp L Roy & Associates | 61 858 | 0,02 | 2 341 | 18,06 | ||||
| 2026-04-15 | 13F | Slocum, Gordon & Co LLP | 6 000 | 227 | ||||||
| 2026-05-06 | 13F | Gryphon Financial Partners LLC | 5 312 | 201 | ||||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 13 686 | 8,62 | 518 | 28,29 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 86 169 | 1,78 | 3 261 | 20,12 | ||||
| 2026-04-27 | 13F | Burford Brothers, Inc. | 10 512 | 0,48 | 398 | 18,51 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 10 281 | 15,08 | 389 | 36,01 | ||||
| 2026-04-10 | 13F | Perfromance Wealth Partners, LLC | 17 373 | 1,34 | 657 | 19,67 | ||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 31 864 | 0,04 | 1 206 | 18,02 | ||||
| 2026-04-13 | 13F | Lee Financial Co | 51 757 | 0,32 | 1 958 | 18,38 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 37 146 | 0,01 | 1 406 | 18,07 | ||||
| 2026-04-07 | 13F | Alpha Omega Wealth Management LLC | 5 372 | 203 | ||||||
| 2026-04-14 | 13F | Kozak & Associates, Inc. | 2 770 | 0,95 | 104 | 18,39 | ||||
| 2026-05-01 | 13F | Mountain Hill Investment Partners Corp. | 41 | 2,50 | 2 | 0,00 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 79 960 | 7,92 | 3 026 | 27,37 | ||||
| 2026-04-20 | 13F | Investment Research & Advisory Group, Inc. | 103 | 1,98 | 4 | 0,00 | ||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 1 756 | 6,62 | 0 | |||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 6 600 | 0,17 | 250 | 18,01 | ||||
| 2026-05-15 | 13F | Horizon Investment Services, LLC | 5 780 | 219 | ||||||
| 2026-05-11 | 13F | RWM Asset Management, LLC | 43 400 | 1 642 | ||||||
| 2026-05-13 | 13F | South Street Advisors LLC | 28 390 | 16,30 | 1 074 | 37,34 | ||||
| 2026-05-07 | 13F | FourThought Financial Partners, LLC | 179 566 | 1,89 | 6 795 | 20,27 | ||||
| 2026-05-15 | 13F | 10Elms LLP | 26 679 | 34,62 | 1 010 | 58,90 | ||||
| 2026-04-13 | 13F | Foster Group, Inc. | 11 188 | 0,06 | 423 | 18,16 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 255 473 | 4,65 | 9 667 | 23,52 | ||||
| 2026-05-13 | 13F | First Citizens Bank & Trust Co | 5 400 | 204 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 22 647 | 0,07 | 857 | 18,07 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 25 642 | 970 | ||||||
| 2026-04-23 | 13F | Brown Miller Wealth Management, LLC | 20 904 | 0,07 | 791 | 18,09 | ||||
| 2026-05-13 | 13F | Acadian Asset Management Llc | 65 783 | 1 898,27 | 2 | |||||
| 2026-05-06 | 13F | TCFG Investment Advisors, LLC | 60 604 | 2 293 | ||||||
| 2026-04-27 | 13F | Tsfg, Llc | 529 | 1,34 | 0 | |||||
| 2026-05-14 | 13F | Aft, Forsyth & Company, Inc. | 11 778 | 1,50 | 446 | 19,62 | ||||
| 2026-05-15 | 13F | Aqr Capital Management Llc | 17 877 | 27,90 | 676 | 50,89 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 10 810 | 409 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 206 995 | 1,28 | 7 833 | 19,54 | ||||
| 2026-04-15 | 13F | Purus Wealth Management, LLC | 9 153 | 5,78 | 346 | 24,91 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1 614 | 61 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 6 685 | 253 | ||||||
| 2026-05-06 | 13F | Ritter Daniher Financial Advisory LLC / DE | 96 | 2,13 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Fermata Advisors, LLC | 13 017 | 6,00 | 493 | 25,19 | ||||
| 2026-05-15 | 13F | Rehmann Capital Advisory Group | 26 844 | 2,42 | 1 016 | 20,83 | ||||
| 2026-04-27 | 13F | Lafayette Investments, Inc. | 5 500 | 208 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 425 624 | 5,95 | 16 106 | 25,05 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 26 711 | 4,12 | 1 011 | 22,87 | ||||
| 2026-05-13 | 13F | Objectivity Squared, LLC | 47 417 | 1,49 | 1 794 | 19,84 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 95 389 | 19,39 | 3 610 | 40,92 | ||||
| 2026-05-12 | 13F | Asset One Wealth Management LLC | 7 132 | 10,08 | 265 | 23,83 | ||||
| 2026-04-17 | 13F | United Advisor Group, LLC | 69 479 | 4,22 | 2 629 | 23,02 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | Call | 2 804 300 | 21,17 | 106 115 | 43,01 | |||
| 2026-04-20 | 13F | City State Bank | 30 | 1 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 30 418 | 13,68 | 1 151 | 34,31 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 10 915 | 0 | ||||||
| 2026-04-27 | 13F | Adams Asset Advisors, LLC | 398 768 | 9,35 | 15 089 | 29,07 | ||||
| 2026-04-08 | 13F | Evanson Asset Management, LLC | 74 001 | 41,35 | 2 800 | 66,87 | ||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 20 089 | 779 | ||||||
| 2026-04-09 | 13F | Praetorian Wealth Management, Inc. | 7 136 | 271 | ||||||
| 2026-04-21 | 13F | Powers Advisory Group, LLC | 23 341 | 1,12 | 883 | 19,32 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 9 103 | 0,71 | 344 | 19,03 | ||||
| 2026-05-07 | 13F | Cassaday & Co Wealth Management LLC | 5 112 | 193 | ||||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 0 | 0 | -100,00 | |||||
| 2026-05-01 | 13F | Advisors Capital Management, LLC | 18 764 | 26,85 | 710 | 49,79 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 21 419 522 | 12,05 | 810 515 | 32,25 | ||||
| 2026-05-12 | 13F | Thoroughbred Financial Services, Llc | 13 557 | 16,40 | 1 | |||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 68 736 | 259,23 | 2 601 | 324,14 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 630 008 | 0,15 | 23 839 | 18,21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 2 144 188 | 5,07 | 81 136 | 24,01 | ||||
| 2026-05-05 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 35 413 | 1,02 | 1 340 | 19,32 | ||||
| 2026-05-13 | 13F | Fogel Capital Management, Inc. | 387 260 | 2,87 | 14 654 | 21,42 | ||||
| 2026-05-28 | 13F | Challenger Wealth Management | 9 486 | 0,23 | 359 | 18,15 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 3 866 288 | 0,20 | 146 300 | 18,26 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 17 794 | 19,81 | 673 | 41,39 | ||||
| 2026-04-16 | 13F | Capital Investment Advisors, LLC | 599 088 | 0,45 | 22 670 | 18,56 | ||||
| 2026-05-15 | 13F | Ashford Capital Management Inc | 146 610 | 1,38 | 5 548 | 19,65 | ||||
| 2026-05-14 | 13F | RPg Family Wealth Advisory, LLC | 9 863 | 373 | ||||||
| 2026-04-23 | 13F | Pathway Financial Advisers, LLC | 293 889 | 1,41 | 11 121 | 19,70 | ||||
| 2026-04-23 | 13F | First Pacific Financial | 1 700 | 1 652,58 | 64 | 2 033,33 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | Put | 8 000 | 207,69 | 234 | 188,89 | |||
| 2026-05-06 | 13F | Jennison Associates Llc | 718 543 | 4,58 | 27 190 | 23,43 | ||||
| 2026-04-29 | 13F | Burney Co/ | 17 135 | 4,04 | 648 | 22,96 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 6 645 019 | 0,18 | 251 485 | 18,26 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 72 120 | 20,49 | 2 312 | 23,57 | ||||
| 2026-04-23 | 13F | Forum Financial Management, LP | 42 236 | 19,62 | 1 598 | 41,17 | ||||
| 2026-04-14 | 13F | Shrier Wealth Management, Llc | 81 962 | 1,83 | 3 101 | 20,19 | ||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 076 | 121,86 | 41 | 166,67 | ||||
| 2026-05-11 | 13F | Millennium Capital Advisors, LLC | 18 862 | 0,40 | 714 | 18,44 | ||||
| 2026-04-16 | 13F | Forbes J M & Co Llp | 10 500 | 23,53 | 397 | 45,96 | ||||
| 2026-05-13 | 13F | Keystone Wealth Services, LLC | 13 387 | 1,09 | 507 | 19,34 | ||||
| 2026-05-12 | 13F | Cascade Financial Partners, LLC | 47 547 | 7,28 | 1 799 | 26,69 | ||||
| 2026-05-14 | 13F | Seven Post Investment Office LP | 304 608 | 0,82 | 11 526 | 19,00 | ||||
| 2026-05-06 | 13F | Main Street Group, LTD | 4 463 | 169 | ||||||
| 2026-05-13 | 13F | Heritage Trust Co | 5 865 | 222 | ||||||
| 2026-04-16 | 13F | TB Alternative Assets Ltd. | 64 451 | 2 439 | ||||||
| 2026-05-11 | 13F | Wealth Dimensions Group, Ltd. | 13 520 | 512 | ||||||
| 2026-04-20 | 13F | Davis Investment Partners, LLC | 16 077 | 0,46 | 608 | 18,29 | ||||
| 2026-05-15 | 13F | Second Line Capital, LLC | 7 871 | 12,31 | 305 | 35,71 | ||||
| 2026-04-30 | 13F | Yukon Wealth Management, Inc. | 8 482 | 0,55 | 321 | 8,11 | ||||
| 2026-04-09 | 13F | Acropolis Investment Management, LLC | 7 913 | 0,22 | 299 | 18,18 | ||||
| 2026-05-14 | 13F | Corps Capital Advisors, LLC | 92 755 | 9,16 | 3 510 | 28,82 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 428 545 | 0,93 | 16 216 | 19,13 | ||||
| 2026-04-21 | 13F | Claro Advisors LLC | 32 754 | 0,58 | 1 239 | 18,68 | ||||
| 2026-05-15 | 13F | Everest Financial Group LLC | 7 886 | 3,56 | 298 | 22,13 | ||||
| 2026-05-04 | 13F | Optima Capital Llc | 5 980 | 1,00 | 226 | 19,58 | ||||
| 2026-04-28 | 13F | Lansing Street Advisors | 5 713 | 216 | ||||||
| 2026-04-20 | 13F | Miller Howard Investments Inc /ny | 3 160 206 | 1,55 | 119 582 | 19,85 | ||||
| 2026-05-15 | 13F | Matrix Private Capital Group Llc | 14 613 | 0,08 | 553 | 17,95 | ||||
| 2026-04-15 | 13F | ARS Wealth Advisors Group, LLC | 9 315 | 10,25 | 352 | 30,37 | ||||
| 2026-04-13 | 13F | Community Trust & Investment Co | 6 110 | 231 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 762 970 | 4,49 | 29 | 21,74 | ||||
| 2026-05-15 | 13F | FreeGulliver LLC | 6 541 | 248 | ||||||
| 2026-05-14 | 13F | TRB Wealth Management, LLC | 5 328 | 202 | ||||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 22 947 | 5,34 | 868 | 24,36 | ||||
| 2026-04-28 | 13F | ORG Wealth Partners, LLC | 72 055 | 8,74 | 2 727 | 28,34 | ||||
| 2026-04-15 | 13F | Parsons Capital Management Inc/ri | 347 843 | 0,51 | 13 162 | 18,63 | ||||
| 2026-05-12 | 13F | Leading Edge Financial Planning LLC | 16 545 | 1,39 | 626 | 19,69 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 0 | 0 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 348 085 | 2,29 | 13 285 | 21,73 | ||||
| 2026-05-11 | 13F | Haverford Trust Co | 135 880 | 82,74 | 5 142 | 115,74 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 7 055 | 7,56 | 267 | 26,67 | ||||
| 2026-05-15 | 13F | Horizon Kinetics Asset Management Llc | 114 820 | 2,46 | 4 345 | 20,94 | ||||
| 2026-04-08 | 13F | Northstar Advisory Group, LLC | 55 893 | 2,59 | 2 115 | 21,08 | ||||
| 2026-05-13 | 13F | Argent Trust Co | 181 235 | 10,41 | 6 858 | 30,31 | ||||
| 2026-04-29 | 13F | Clare Market Investments LLC | 13 680 | 1,48 | 518 | 22,80 | ||||
| 2026-05-05 | 13F | Legacy Advisors, LLC | 118 229 | 0,72 | 4 474 | 18,87 | ||||
| 2026-05-06 | 13F | My Portfolio Guide, LLC | 850 | 32 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 148 606 | 1,06 | 5 623 | 19,28 | ||||
| 2026-05-04 | 13F | Chicago Partners Investment Group LLC | 2 066 758 | 0,98 | 77 999 | 15,34 | ||||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 46 127 | 1,47 | 1 745 | 19,77 | ||||
| 2026-04-17 | 13F | Roxbury Financial LLC | 5 451 | 1,55 | 206 | 19,77 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 7 980 | 3,37 | 302 | 21,86 | ||||
| 2026-04-23 | 13F | ELCO Management Co., LLC | 51 294 | 129,89 | 1 941 | 171,33 | ||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 5 300 | 201 | ||||||
| 2026-05-15 | 13F | Evergreen Wealth Solutions, LLC | 5 705 | 216 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 122 735 | 12,62 | 4 644 | 32,95 | ||||
| 2026-05-14 | 13F | Rare Wolf Capital LLC | 16 949 | 50,83 | 641 | 78,06 | ||||
| 2026-05-20 | 13F | Hobbs Group Advisors, LLC | 20 895 | 1,45 | 791 | 19,70 | ||||
| 2026-05-15 | 13F | Trask Adam Roland | 6 000 | 227 | ||||||
| 2026-05-12 | 13F | Community Bank, N.A. | 1 209 | 10,11 | 46 | 28,57 | ||||
| 2026-05-15 | 13F | Vestmark Advisory Solutions, Inc. | 1 030 490 | 1,12 | 38 994 | 19,35 | ||||
| 2026-05-05 | 13F | Frazier Financial Advisors, LLC | 500 | 199,40 | 19 | 260,00 | ||||
| 2026-04-21 | 13F | Nemes Rush Group LLC | 5 792 | 3,04 | 219 | 21,67 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 29 111 | 4,30 | 1 102 | 23,15 | ||||
| 2026-04-30 | 13F | Mv Capital Management, Inc. | 14 698 | 0,22 | 556 | 18,30 | ||||
| 2026-05-11 | 13F | TD Capital Management LLC | 900 | 34 | ||||||
| 2026-04-30 | 13F | Verdence Capital Advisors LLC | 12 809 | 36,76 | 485 | 61,33 | ||||
| 2026-04-22 | 13F | Paul Damon & Associates, Inc. | 5 599 | 212 | ||||||
| 2026-05-14 | 13F | BTG Pactual Asset Management US LLC | 5 334 | 202 | ||||||
| 2026-05-08 | 13F | Alps Advisors Inc | 43 521 097 | 2,07 | 1 646 838 | 20,47 | ||||
| 2026-04-10 | 13F | Salvus Wealth Management, LLC | 17 066 | 0,02 | 646 | 17,92 | ||||
| 2026-05-04 | 13F | WP Advisors, LLC | 381 103 | 1,73 | 14 421 | 20,07 | ||||
| 2026-04-14 | 13F | M. Kraus & Co | 5 595 | 212 | ||||||
| 2026-04-06 | 13F | Hiley Hunt Wealth Management | 5 842 | 221 | ||||||
| 2026-04-22 | 13F | Romano Brothers And Company | 19 864 | 0,53 | 752 | 18,64 | ||||
| 2026-05-08 | 13F | Jackson Hole Capital Partners, LLC | 249 598 | 1,40 | 9 445 | 19,68 | ||||
| 2026-05-15 | 13F | Empowered Funds, LLC | 352 437 | 10,91 | 13 336 | 30,91 | ||||
| 2026-05-21 | 13F | Compass Capital Management, Inc | 10 000 | 378 | ||||||
| 2026-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 14 244 | 0,12 | 539 | 17,98 | ||||
| 2026-04-21 | 13F | Clarus Group, Inc. | 46 167 | 0,05 | 1 747 | 18,05 | ||||
| 2026-05-15 | 13F | Lumbard & Kellner, LLC | 5 500 | 208 | ||||||
| 2026-05-12 | 13F | Daybright Advisory Services, Inc. | 5 551 | 210 | ||||||
| 2026-02-13 | 13F | Nicolet Advisory Services, Llc | 15 791 | 8,01 | 507 | 9,29 | ||||
| 2026-04-24 | 13F | Patten Group, Inc. | 52 647 | 0,49 | 1 992 | 18,64 | ||||
| 2026-05-06 | 13F | Thomas Story & Son Llc | 6 075 | 230 | ||||||
| 2026-05-15 | 13F | Tradition Wealth Management, LLC | 21 752 | 1,02 | 823 | 19,28 | ||||
| 2026-04-20 | 13F | Apella Capital, LLC | 40 223 | 1 475 | ||||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 28 772 | 0,09 | 1 089 | 18,13 | ||||
| 2026-05-05 | 13F | Plante Moran Financial Advisors, LLC | 1 188 | 45 | ||||||
| 2026-05-12 | 13F | Gouws Capital LLC | 5 449 | 206 | ||||||
| 2026-04-30 | 13F | Financial Freedom, LLC | 1 984 | 1,54 | 75 | 20,97 | ||||
| 2026-05-07 | 13F | Investment Management Associates Inc /adv | 539 017 | 1,64 | 20 396 | 19,96 | ||||
| 2026-05-15 | 13F | Sanibel Captiva Trust Company, Inc. | 14 769 | 8,02 | 559 | 27,40 | ||||
| 2026-04-28 | 13F | Harbor Capital Advisors, Inc. | 578 | 0 | ||||||
| 2026-05-14 | 13F | Satovsky Asset Management Llc | 8 338 | 1,55 | 315 | 19,77 | ||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 22 097 | 16,63 | 836 | 37,73 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 92 103 | 10,34 | 3 | 50,00 | ||||
| 2026-05-12 | 13F | Vaughan David Investments Inc/il | 6 128 | 0 | ||||||
| 2026-04-09 | 13F | Wedmont Private Capital | 23 339 | 0,24 | 888 | 20,19 | ||||
| 2026-04-16 | 13F | Toth Financial Advisory Corp | 12 428 | 0,28 | 470 | 18,39 | ||||
| 2026-05-15 | 13F | Royal Capital Wealth Management, LLC | 10 506 | 29,00 | 398 | 52,11 | ||||
| 2026-04-20 | 13F | Tranquility Partners, LLC | 24 304 | 1,45 | 920 | 19,66 | ||||
| 2026-05-01 | 13F | Welch & Forbes Llc | 29 295 | 1 109 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 100 | 1,01 | 4 | 0,00 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 47 530 | 1,74 | 1 524 | 4,32 | ||||
| 2026-04-27 | 13F | Capital Advisors Inc/ok | 147 471 | 5,90 | 5 580 | 25,00 | ||||
| 2026-05-11 | 13F | Penserra Capital Management LLC | 135 | 2,27 | 0 | |||||
| 2026-05-07 | 13F | AlTi Global, Inc. | 23 465 | 888 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 51 896 | 7,22 | 1 964 | 26,56 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 13 060 | 3,26 | 494 | 23,19 | ||||
| 2026-05-06 | 13F | Meixler Investment Management, Ltd. | 155 825 | 9,03 | 5 854 | 27,76 | ||||
| 2026-05-11 | 13F | Empirical Asset Management, LLC | 16 994 | 0,44 | 643 | 18,63 | ||||
| 2026-04-02 | 13F | Norman Fields, Gottscho Capital Management, LLC | 12 490 | 16,84 | 473 | 38,01 | ||||
| 2026-05-13 | 13F | Aster Capital Management (DIFC) Ltd | 44 310 | 1 513 | ||||||
| 2026-04-20 | 13F | Naples Global Advisors, Llc | 28 484 | 106,65 | 1 078 | 144,22 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 3 325 596 | 29,92 | 129 964 | 58,37 | ||||
| 2026-04-09 | 13F | Wealth Alliance Advisory Group, LLC | 20 112 | 0,84 | 761 | 19,09 | ||||
| 2026-05-06 | 13F | Catalyst Capital Advisors LLC | 467 740 | 1,94 | 17 699 | 20,32 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 4 939 | 1,50 | 0 | |||||
| 2026-05-07 | 13F | Clark Financial Services Group Inc /bd | 11 090 | 420 | ||||||
| 2026-05-08 | 13F | Coldstream Capital Management Inc | 14 716 | 18,48 | 557 | 39,70 | ||||
| 2026-05-14 | 13F | Phillips Wealth Planners LLC | 8 674 | 1,76 | 329 | 16,73 | ||||
| 2026-04-30 | 13F | Stiles Financial Services Inc | 5 621 | 213 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Trust Services, Inc. | 21 396 | 6,95 | 810 | 26,21 | ||||
| 2026-04-28 | 13F | Howe & Rusling Inc | 14 658 | 0,08 | 555 | 18,12 | ||||
| 2026-05-04 | 13F | Adell Harriman & Carpenter Inc | 208 096 | 6,32 | 7 874 | 25,50 | ||||
| 2026-05-12 | 13F | Orion Investment Co | 42 092 | 19,01 | 1 593 | 40,51 | ||||
| 2026-04-22 | 13F | Portus Wealth Advisors, LLC | 1 710 | 65 | ||||||
| 2026-05-04 | 13F | King Wealth | 30 152 | 1,10 | 1 | |||||
| 2026-05-11 | 13F | Strengthening Families & Communities, LLC | 67 | 3 | ||||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 35 950 | 1 360 | ||||||
| 2026-04-15 | 13F | Exchange Traded Concepts, Llc | 960 294 | 0,81 | 36 338 | 18,99 | ||||
| 2026-05-15 | 13F | National Bank Of Canada /fi/ | 10 777 | 1 405,17 | 408 | 1 750,00 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 567 | 0 | ||||||
| 2026-05-06 | 13F | Kiker Wealth Management, LLC | 12 066 | 457 | ||||||
| 2026-05-07 | 13F | Symphony Financial Services, Inc. | 6 288 | 0,42 | 238 | 18,50 | ||||
| 2026-05-08 | 13F | 1776 Wealth LLC | 44 663 | 0,08 | 1 690 | 18,18 | ||||
| 2026-05-13 | 13F | Old North State Trust, LLC | 9 511 | 1,83 | 0 | |||||
| 2026-05-13 | 13F | Archetype Wealth Partners | 11 402 | 4,13 | 0 | |||||
| 2026-05-12 | 13F | Holderness Investments Co | 9 836 | 17,99 | 372 | 39,33 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 7 608 | 5,74 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 165 740 | 0,30 | 157 632 | 18,38 | ||||
| 2026-05-06 | 13F | Greenwood Gearhart Inc | 22 514 | 852 | ||||||
| 2026-05-04 | 13F | Calamos Wealth Management LLC | 5 736 | 217 | ||||||
| 2026-02-18 | 13F | Financial Advisory Service, Inc. | 14 559 | 0,30 | 467 | 2,87 | ||||
| 2026-06-02 | 13F | Blue Edge Capital, LLC | 8 300 | 314 | ||||||
| 2026-05-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 119 | 0,42 | 1 | 0,00 | ||||
| 2026-03-12 | 13F | Nalls Sherbakoff Group, Llc | 325 | 10 | ||||||
| 2026-04-21 | 13F | Verity Asset Management, Inc. | 93 077 | 9,14 | 3 522 | 28,82 | ||||
| 2026-04-16 | 13F | Capital Advisors, Ltd. LLC | 9 381 | 0,30 | 0 | |||||
| 2026-05-11 | 13F | Sargent Investment Group, LLC | 26 105 | 1,90 | 988 | 20,22 | ||||
| 2026-04-24 | 13F | Canton Hathaway, LLC | 21 350 | 0,95 | 808 | 19,03 | ||||
| 2026-04-15 | 13F | Hengehold Capital Management Llc | 5 406 | 205 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 19 342 | 24,28 | 732 | 46,79 | ||||
| 2026-04-13 | 13F | Mallini Complete Financial Planning LLC | 307 | 18,60 | ||||||
| 2026-05-14 | 13F | Van Hulzen Asset Management, LLC | 5 460 | 207 | ||||||
| 2026-05-14 | 13F | Peak6 Llc | Call | 1 047 400 | 40,44 | 39 634 | 65,76 | |||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 5 736 | 217 | ||||||
| 2026-05-05 | 13F | Atria Investments Llc | 26 074 | 4,98 | 987 | 23,87 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 7 365 | 0,11 | 279 | 18,30 | ||||
| 2026-05-13 | 13F | Alliance Wealth Advisors, LLC | 7 366 | 0,01 | 279 | 17,80 | ||||
| 2026-05-12 | 13F | Legacy Advisory Services, LLC | 8 661 | 9,94 | 328 | 29,76 | ||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 14 605 | 6,41 | 553 | 25,45 | ||||
| 2026-04-16 | 13F | Trinity Legacy Partners, LLC | 92 511 | 2,68 | 3 446 | 19,32 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 55 666 | 0,77 | 2 106 | 18,92 | ||||
| 2026-05-04 | 13F | Bridges Investment Management Inc | 236 597 | 10,39 | 8 953 | 30,29 | ||||
| 2026-05-04 | 13F | Purkiss Capital Advisors LLC | 10 248 | 0,55 | 388 | 18,71 | ||||
| 2026-05-15 | 13F | Delaware Management Holdings, Inc. | 54 640 | 17,73 | 2 068 | 38,98 | ||||
| 2026-04-22 | 13F | Advocate Investing Services LLC | 219 | 1,39 | 8 | 33,33 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 4 067 750 | 2,24 | 153 924 | 20,67 | ||||
| 2026-04-24 | 13F | Key FInancial Inc | 4 288 | 96,34 | 162 | 131,43 | ||||
| 2026-05-04 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 5 558 | 210 | ||||||
| 2026-04-20 | 13F | Segment Wealth Management, LLC | 321 451 | 27,69 | 12 164 | 50,70 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 802 248 | 26,77 | 30 357 | 49,63 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 33 656 | 60,19 | 1 274 | 89,15 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 34 524 | 1 306 | ||||||
| 2026-04-28 | 13F | Kathmere Capital Management, LLC | 13 027 | 493 | ||||||
| 2026-04-30 | 13F | Sequoia Financial Advisors, LLC | 65 700 | 47,56 | 2 486 | 74,21 | ||||
| 2026-04-16 | 13F | Lexington Hill Partners, LLC | 6 206 | 235 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 163 262 | 7,57 | 6 178 | 26,97 | ||||
| 2026-05-14 | 13F | Bridgewealth Advisory Group, LLC | 5 966 | 226 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 2 634 | 4,19 | 0 | |||||
| 2026-05-14 | 13F | Zacks Investment Management | 20 561 | 2,42 | 778 | 21,00 | ||||
| 2026-04-14 | 13F | R.H. Investment Group, LLC | 134 995 | 2,58 | 5 134 | 21,69 | ||||
| 2026-05-12 | 13F | SVRN Asset Management, LLC | 6 571 | 0,86 | 249 | 19,23 | ||||
| 2026-04-22 | 13F | apricus wealth, LLC | 6 075 | 230 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 35 576 | 6,50 | 1 346 | 25,79 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 25 536 | 966 | ||||||
| 2026-05-14 | 13F | Botty Investors LLC | 171 996 | 2,72 | 6 508 | 21,24 | ||||
| 2026-05-15 | 13F | Cypress Capital Group | 14 682 | 556 | ||||||
| 2026-04-13 | 13F | Compass Ion Advisors, LLC | 6 354 | 0,59 | 240 | 18,81 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 13 000 | 492 | ||||||
| 2026-05-08 | 13F | McAdam, LLC | 34 929 | 1,72 | 1 322 | 20,09 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | Put | 10 000 | 3 | |||||
| 2026-05-07 | 13F | Washington Trust Bank | 5 481 | 207 | ||||||
| 2026-05-04 | 13F | Cornerstone Advisory, LLC | 50 815 | 8,77 | 1 923 | 28,39 | ||||
| 2026-04-22 | 13F | Formidable Asset Management, LLC | 14 042 | 0,34 | 450 | 2,97 | ||||
| 2026-05-04 | 13F | Archer Investment Corp | 21 699 | 0,00 | 821 | 18,13 | ||||
| 2026-05-14 | 13F | Brown Brothers Harriman & Co | 57 398 | 9,96 | 2 172 | 29,77 | ||||
| 2026-04-27 | 13F | Transcendent Capital Group LLC | 8 000 | 303 | ||||||
| 2026-04-23 | 13F | Ellenbecker Investment Group | 25 370 | 0,20 | 960 | 18,37 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 5 425 | 2,22 | 205 | 20,59 | ||||
| 2026-05-13 | 13F | Parkside Financial Bank & Trust | 50 180 | 0,49 | 1 899 | 18,63 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 1 094 669 | 1,60 | 41 422 | 19,92 | ||||
| 2026-05-11 | 13F | McGowan Group Asset Management, Inc. | 372 104 | 0,26 | 14 080 | 18,33 | ||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 120 475 | 1,78 | 4 559 | 20,11 | ||||
| 2026-05-14 | 13F | Strategic Advisors LLC | 10 756 | 0,62 | 407 | 19,01 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 78 400 | 75,78 | 3 | 100,00 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 2 997 | 0,07 | 113 | 17,71 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 2 447 | 93 | ||||||
| 2026-04-29 | 13F | Patron Partners Advisors, Llc | 11 850 | 0,02 | 448 | 18,21 | ||||
| 2026-04-22 | 13F | Samalin Investment Counsel, LLC | 78 438 | 10,14 | 2 968 | 30,00 | ||||
| 2026-04-21 | 13F | Morton Capital Management LLC/CA | 24 194 | 1,95 | 915 | 20,39 | ||||
| 2026-05-08 | 13F | Twin Peaks Wealth Advisors, LLC | 374 | 14 | ||||||
| 2026-04-27 | 13F | Counterpoint Mutual Funds LLC | 8 463 | 320 | ||||||
| 2026-04-27 | 13F | Jamison Private Wealth Management, Inc. | 40 034 | 1,44 | 1 515 | 19,68 | ||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 60 464 | 123,13 | 2 288 | 163,48 | ||||
| 2026-04-29 | 13F/A | True Link Financial Advisors, LLC | 1 450 | 55 | ||||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 21 626 | 0,85 | 818 | 19,07 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 6 911 | 1,42 | 262 | 19,72 | ||||
| 2026-02-13 | 13F | Pine Valley Investments Ltd Liability Co | 26 905 | 4,96 | 863 | 7,62 | ||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 268 | 0 | ||||||
| 2026-04-08 | 13F | Miracle Mile Advisors, LLC | 15 572 | 4,80 | 589 | 23,74 | ||||
| 2026-04-29 | 13F | Rockwood Wealth Management, LLC | 29 228 | 0,03 | 1 106 | 18,16 | ||||
| 2026-05-15 | 13F | Susquehanna Portfolio Strategies, LLC | 91 191 | 1,23 | 3 451 | 19,50 | ||||
| 2026-05-06 | 13F | Advisortrust Partners, Llc | 9 263 | 13,67 | 351 | 34,10 | ||||
| 2026-05-12 | 13F | Beck Mack & Oliver Llc | 817 046 | 2,76 | 30 917 | 21,29 | ||||
| 2026-05-13 | 13F | Financial Synergies Wealth Advisors, Inc. | 18 303 | 693 | ||||||
| 2026-04-30 | 13F | Relyea Zuckerberg Hanson LLC | 6 300 | 238 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 198 035 | 9,41 | 7 772 | 33,93 | ||||
| 2026-05-05 | 13F | Oder Investment Management, LLC | 18 634 | 0,95 | 705 | 19,29 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 81 631 | 13,79 | 3 089 | 34,32 | ||||
| 2026-05-14 | 13F | Rhodes Investment Advisors Inc /adv | 14 210 | 12,69 | 538 | 32,92 | ||||
| 2026-04-08 | 13F | Doliver Advisors, Lp | 103 613 | 4,33 | 3 921 | 23,15 | ||||
| 2026-04-10 | 13F | Intellectus Partners, LLC | 8 750 | 331 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 4 532 | 171 | ||||||
| 2026-05-14 | 13F/A | First Eagle Investment Management, LLC | 1 941 481 | 1,35 | 73 466 | 19,62 | ||||
| 2026-04-15 | 13F | Eaton Financial Holdings Company, LLC | 38 358 | 1,54 | 1 451 | 19,82 | ||||
| 2026-05-14 | 13F | Nicolet Bankshares Inc | 34 076 | 183,38 | 1 283 | 233,25 | ||||
| 2026-05-12 | 13F | Hrc Wealth Management, Llc | 6 123 | 232 | ||||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 15 859 | 0,08 | 600 | 18,11 | ||||
| 2026-04-14 | 13F | Plancorp, LLC | 11 347 | 0,32 | 424 | 16,85 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 2 741 683 | 1,11 | 94 761 | 9,00 | ||||
| 2026-05-13 | 13F | Keystone Financial Group | 44 592 | 0,02 | 1 688 | 18,12 | ||||
| 2026-05-15 | 13F | Gotham Asset Management, LLC | 10 033 | 380 | ||||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 105 143 | 2,31 | 3 979 | 20,77 | ||||
| 2026-05-08 | 13F | Blair William & Co/il | 1 454 357 | 26,04 | 55 033 | 48,76 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 14 087 | 0,86 | 533 | 19,24 | ||||
| 2026-05-09 | 13F | ZEGA Investments, LLC | 25 733 | 0,95 | 974 | 19,09 | ||||
| 2026-04-22 | 13F | Princeton Global Asset Management LLC | 10 314 | 0,03 | 390 | 18,18 | ||||
| 2026-05-08 | 13F/A | JPL Wealth Management, LLC | 50 | 2 | ||||||
| 2026-04-28 | 13F | Northern Financial Advisors Inc | 28 329 | 47,46 | 1 072 | 74,15 | ||||
| 2026-04-16 | 13F | Center For Asset Management LLC | 7 813 | 296 | ||||||
| 2026-04-10 | 13F | Pure Financial Advisors, Inc. | 8 954 | 339 | ||||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 1 900 | 72 | ||||||
| 2026-04-28 | 13F | Arbor Investment Advisors, LLC | 5 956 | 225 | ||||||
| 2026-04-23 | 13F | Accurate Wealth Management, LLC | 6 886 | 257 | ||||||
| 2026-05-07 | 13F | Principle Wealth Partners Llc | 15 674 | 37,96 | 593 | 62,91 | ||||
| 2026-04-09 | 13F | Sanders Morris Harris Llc | 802 160 | 30 354 | ||||||
| 2026-05-14 | 13F | Elgethun Capital Management | 187 091 | 1,50 | 7 080 | 19,80 | ||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 14 271 | 0,93 | 540 | 18,98 | ||||
| 2026-04-23 | 13F | Mattern Wealth Management LLC | 9 888 | 374 | ||||||
| 2026-05-14 | 13F | Bridgewater Advisors Inc. | 27 108 | 14,37 | 1 038 | 32,78 | ||||
| 2026-05-14 | 13F | Dauntless Investment Group, LLC | 5 100 | 193 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 476 594 | 1,74 | 18 034 | 20,08 | ||||
| 2026-04-14 | 13F | Granite Group Advisors, LLC | 9 830 | 0,04 | 378 | 19,68 | ||||
| 2026-04-17 | 13F | Guyasuta Investment Advisors Inc | 8 593 | 0,36 | 325 | 18,61 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 10 944 | 46,11 | 414 | 72,50 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8 123 | 307 | ||||||
| 2026-04-23 | 13F | Summit Wealth Group Llc / Co | 6 766 | 256 | ||||||
| 2026-05-15 | 13F | Real Talk Capital, LLC | 6 310 | 239 | ||||||
| 2026-04-16 | 13F | Fiduciary Advisors, Inc. | 501 | 1,62 | 19 | 20,00 | ||||
| 2026-05-06 | 13F/A | McAlvany Wealth Management LLC | 78 356 | 11,40 | 3 062 | 35,85 | ||||
| 2026-05-04 | 13F | Sterling Investment Advisors, Ltd. | 6 745 | 255 | ||||||
| 2026-05-15 | 13F | Cullen Capital Management, LLC | 99 815 | 27,64 | 3 777 | 50,66 | ||||
| 2026-04-17 | 13F | HHM Wealth Advisors, LLC | 12 951 | 0,08 | 490 | 18,36 | ||||
| 2026-04-21 | 13F | OneAscent Financial Services LLC | 11 836 | 28,44 | 448 | 51,53 | ||||
| 2026-04-16 | 13F | SG Americas Securities, LLC | 88 788 | 3 | ||||||
| 2026-05-06 | 13F | Cornerstone Planning Group LLC | 558 | 21 | ||||||
| 2026-05-05 | 13F | Napier Financial, LLC | 522 | 20 | ||||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 26 261 | 8,24 | 994 | 27,80 | ||||
| 2026-05-04 | 13F | Gleason Group, Inc. | 2 233 | 1,50 | 84 | 20,00 | ||||
| 2026-04-22 | 13F | Harrell Investment Partners, Llc | 54 004 | 79,38 | 2 044 | 111,71 | ||||
| 2026-04-23 | 13F | Barry Investment Advisors, LLC | 7 017 | 0,01 | 266 | 18,30 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 137 900 | 1,75 | 5 | 25,00 | ||||
| 2026-05-13 | 13F | LM Advisors LLC | 240 | 17,65 | 6 | 0,00 | ||||
| 2026-04-27 | 13F | Cresta Advisors, Ltd. | 41 427 | 1,49 | 1 568 | 19,80 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 11 000 | 22,22 | 416 | 44,44 | ||||
| 2026-04-22 | 13F | Bravera Wealth | 135 | 5 | ||||||
| 2026-04-15 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
| 2026-05-05 | 13F | Coquina Private Wealth LLC | 13 399 | 0,47 | 507 | 18,74 | ||||
| 2026-05-08 | 13F | Valeo Financial Advisors, LLC | 94 734 | 0,36 | 3 585 | 18,44 | ||||
| 2026-05-07 | 13F | Jefferies Financial Group Inc. | 62 781 | 380,34 | 2 376 | 466,83 | ||||
| 2026-04-15 | 13F | Fjell Capital, LLC | 8 868 | 29,65 | 336 | 52,97 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1 516 185 | 4,92 | 57 376 | 23,83 | ||||
| 2026-04-13 | 13F | CMH Wealth Management LLC | 47 060 | 1 781 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 216 221 | 3,82 | 8 182 | 22,53 | ||||
| 2026-04-29 | 13F | Sather Financial Group Inc | 12 313 | 8,28 | 466 | 27,75 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 600 242 | 3,18 | 22 713 | 21,79 | ||||
| 2026-04-27 | 13F | Hunter Associates Investment Management Llc | 8 106 | 3,84 | 0 | |||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 148 513 | 6,80 | 5 620 | 25,85 | ||||
| 2026-05-05 | 13F | Regions Financial Corp | 83 203 | 0,76 | 3 148 | 18,93 | ||||
| 2026-05-01 | 13F | Signature Resources Capital Management, LLC | 132 | 5 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4 919 698 | 3,05 | 186 161 | 21,63 | ||||
| 2026-05-13 | 13F | 1620 Investment Advisors, Inc. | 13 547 | 1,77 | 513 | 20,19 | ||||
| 2026-05-01 | 13F | Advisors Management Group Inc /adv | 14 075 | 6,18 | 1 | |||||
| 2026-05-15 | 13F | Family Management Corp | 20 398 | 15,62 | 772 | 36,46 | ||||
| 2026-04-29 | 13F | Am Investment Strategies Llc | 123 582 | 0,68 | 5 | 33,33 | ||||
| 2026-05-13 | 13F | Ascension Capital Advisors, Inc. | 8 841 | 335 | ||||||
| 2026-05-13 | 13F | Ar Asset Management Inc | 190 278 | 7,47 | 7 | 40,00 | ||||
| 2026-05-12 | 13F | Providence Financial Advisors, LLC | 6 365 | 1,10 | 241 | 19,40 | ||||
| 2026-05-12 | 13F | Creative Planning | 962 240 | 11,06 | 36 411 | 31,09 | ||||
| 2026-05-12 | 13F | Atlantic Union Bankshares Corp | 17 596 | 2,33 | 666 | 20,69 | ||||
| 2026-05-13 | 13F | Fsb Premier Wealth Management, Inc. | 8 941 | 338 | ||||||
| 2026-05-14 | 13F | Fulcrum Asset Management LLP | 16 859 | 0,75 | 659 | 22,53 | ||||
| 2026-05-07 | 13F | Advisor OS, LLC | 29 873 | 0,11 | 1 130 | 18,20 | ||||
| 2026-05-08 | 13F | Grand Wealth Management, Llc | 6 724 | 254 | ||||||
| 2026-05-13 | 13F | Dickmeyer Boyce Financial Management, Inc. | 8 048 | 305 | ||||||
| 2026-05-04 | 13F | Hourglass Capital, Llc | 37 447 | 1 417 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 941 580 | 0,29 | 36 | 16,67 | ||||
| 2026-05-14 | 13F | Insight Wealth Partners, LLC | 8 645 | 5,89 | 327 | 25,29 | ||||
| 2026-05-15 | 13F | Clark Capital Management Group, Inc. | 14 371 | 18,22 | 544 | 39,59 | ||||
| 2026-05-07 | 13F | One Charles Private Wealth Services, LLC | 70 843 | 0,95 | 2 681 | 19,16 | ||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 6 060 | 229 | ||||||
| 2026-04-27 | 13F | CWS Financial Advisors, LLC | 5 383 | 204 | ||||||
| 2026-05-15 | 13F | Silvercrest Asset Management Group Llc | 182 244 | 0,14 | 6 896 | 18,20 | ||||
| 2026-05-15 | 13F | Fairholme Capital Management Llc | 5 455 800 | 0,10 | 206 447 | 18,15 | ||||
| 2026-05-13 | 13F | Sepio Capital, LP | 11 830 | 5,34 | 448 | 24,17 | ||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 3 936 | 149 | ||||||
| 2026-04-16 | 13F | Diversified Trust Co | 38 059 | 9,07 | 1 440 | 28,80 | ||||
| 2026-04-10 | 13F | Capital Advantage, Inc. | 8 441 | 2,51 | 319 | 21,29 | ||||
| 2026-04-16 | 13F | Smith, Salley & Associates | 6 959 | 0,23 | 263 | 18,47 | ||||
| 2026-05-06 | 13F | Quadrant Private Wealth Management, LLC | 54 673 | 0,37 | 2 069 | 18,44 | ||||
| 2026-05-06 | 13F | CNB Bank | 11 500 | 64,29 | 435 | 94,20 | ||||
| 2026-04-30 | 13F | Cedar Mountain Advisors, LLC | 30 | 1 | ||||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 78 511 | 68,83 | 2 971 | 99,33 | ||||
| 2026-04-20 | 13F | Kercheville Advisors, LLC | 93 320 | 129,29 | 3 531 | 161,56 | ||||
| 2026-05-08 | 13F | Bokf, Na | 105 241 | 0,74 | 3 982 | 18,90 | ||||
| 2026-05-07 | 13F | Next Capital Management LLC | 14 348 | 2,54 | 543 | 20,98 | ||||
| 2026-05-15 | 13F | Parvin Asset Management, LLC | 4 050 | 0,62 | 153 | 18,60 | ||||
| 2026-05-07 | 13F | Intellus Advisors LLC | 69 973 | 0,13 | 2 648 | 18,17 | ||||
| 2026-05-12 | 13F | Ballast Advisors Llc | 310 519 | 0,49 | 12 | -99,89 | ||||
| 2026-05-12 | 13F | Private Capital Advisors, Inc. | 529 184 | 0,15 | 20 024 | 18,21 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 84 146 | 91,30 | 3 172 | 124,89 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 78 020 | 24,30 | 2 952 | 46,72 | ||||
| 2026-05-06 | 13F | Oxford Financial Group Ltd | 7 592 | 2,87 | 287 | 21,61 | ||||
| 2026-04-29 | 13F | KDK Private Wealth Management, LLC | 779 657 | 0,93 | 29 502 | 19,12 | ||||
| 2026-05-15 | 13F | Nomura Holdings Inc | Call | 220 000 | 144,44 | 8 325 | 188,53 | |||
| 2026-04-09 | 13F | Thrive Wealth Management, LLC | 7 212 | 0,21 | 273 | 18,26 | ||||
| 2026-05-01 | 13F | Capital City Trust Co/fl | 46 158 | 1,58 | 1 747 | 19,92 | ||||
| 2026-04-09 | 13F | Meriwether Wealth & Planning, LLC | 22 741 | 0,63 | 861 | 18,78 | ||||
| 2026-04-20 | 13F | Dagco, Inc. | 5 445 | 1,49 | 206 | 20,47 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1 700 | 55 | ||||||
| 2026-05-07 | 13F | Patrick M Sweeney & Associates, Inc | 12 352 | 1,26 | 467 | 19,44 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 54 656 | 26,70 | 2 068 | 49,53 | ||||
| 2026-04-24 | 13F | Vertrix Wealth Management, LLC | 16 300 | 617 | ||||||
| 2026-04-14 | 13F | Zrc Wealth Management, Llc | 3 493 | 1,48 | 132 | 20,00 | ||||
| 2026-05-13 | 13F | Delta Investment Management, LLC | 290 483 | 1,79 | 10 992 | 20,15 | ||||
| 2026-04-23 | 13F | Sippican Capital Advisors | 20 860 | 1,83 | 789 | 20,27 | ||||
| 2026-04-20 | 13F | CWA Asset Management Group, LLC | 32 552 | 6,74 | 1 232 | 26,00 | ||||
| 2026-05-06 | 13F | Sentinus, LLC | 24 078 | 10,71 | 911 | 30,70 | ||||
| 2026-05-07 | 13F | Saratoga Research & Investment Management | 5 376 | 203 | ||||||
| 2026-04-20 | 13F | Inscription Capital, LLC | 297 174 | 0,03 | 11 245 | 18,07 | ||||
| 2026-05-06 | 13F | Sterling Financial Planning, Inc. | 7 592 | 0,73 | 287 | 19,09 | ||||
| 2026-04-13 | 13F | Midway Capital Research & Management | 100 | 4 | ||||||
| 2026-05-01 | 13F | Clarity Financial LLC | 11 528 | 10,08 | 436 | 30,15 | ||||
| 2026-05-08 | 13F | TMB Capital Partners, LLC | 10 960 | 0,65 | 415 | 18,62 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 45 376 | 18,28 | 1 717 | 39,71 | ||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 6 587 | 0,08 | 249 | 18,01 | ||||
| 2026-04-22 | 13F | Asset Allocation Strategies LLC | 25 008 | 1,50 | 946 | 19,90 | ||||
| 2026-05-15 | 13F | Crawford Investment Counsel Inc | 26 588 | 3,26 | 1 006 | 21,94 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 3 846 | 123 | ||||||
| 2026-04-16 | 13F | Roble, Belko & Company, Inc | 19 | 5,56 | 0 | |||||
| 2026-04-20 | 13F | Fiduciary Alliance LLC | 12 909 | 1,15 | 479 | 16,87 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 64 714 | 8,77 | 2 449 | 28,37 | ||||
| 2026-04-20 | 13F | C2C Wealth Management, LLC | 66 146 | 4,75 | 2 503 | 23,62 | ||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 51 839 | 1,13 | 1 962 | 19,35 | ||||
| 2026-05-07 | 13F | Avidian Wealth Solutions, LLC | 71 386 | 6,80 | 2 701 | 26,04 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 10 992 | 11,74 | 416 | 31,75 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 645 792 | 6,33 | 24 437 | 25,50 | ||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 86 362 | 0,55 | 3 268 | 18,67 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 5 745 | 215 | ||||||
| 2026-04-15 | 13F | DLK Investment Management, LLC | 5 503 | 208 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 20 090 417 | 10,61 | 760 221 | 30,55 | ||||
| 2026-05-12 | 13F | Bitterroot Capital Advisors Llc | 23 416 | 1,50 | 886 | 19,89 | ||||
| 2026-04-28 | 13F | Integrated Advisors Network LLC | 41 376 | 22,57 | 1 566 | 44,64 | ||||
| 2026-04-29 | 13F | Clearwave Capital, LLC | 19 926 | 0,23 | 754 | 18,37 | ||||
| 2026-05-06 | 13F | Simon Quick Advisors, Llc | 35 914 | 34,26 | 1 359 | 58,46 | ||||
| 2026-04-28 | 13F | PCG Wealth Advisors, LLC | 5 480 | 207 | ||||||
| 2026-04-30 | 13F | Walled Lake Planning & Wealth Management, Llc | 10 627 | 0,04 | 402 | 18,24 | ||||
| 2026-05-15 | 13F | Greenline Partners, LLC | 99 632 | 15,23 | 3 770 | 36,00 | ||||
| 2026-04-22 | 13F | Tred Avon Family Wealth, Llc | 37 154 | 12,22 | 1 406 | 32,42 | ||||
| 2026-04-27 | 13F | Oxbow Advisors, LLC | 1 364 787 | 2,69 | 51 644 | 21,20 | ||||
| 2026-05-01 | 13F | Johnson Investment Counsel Inc | 47 180 | 1 785 | ||||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 43 335 | 0,23 | 1 640 | 18,25 | ||||
| 2026-05-13 | 13F | GKV Capital Management Co., Inc. | 100 | 3 | ||||||
| 2026-05-13 | 13F | State of Wyoming | 5 808 | 220 | ||||||
| 2026-04-10 | 13F | Magnus Financial Group LLC | 63 606 | 4,30 | 2 407 | 23,07 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 34 195 | 7,36 | 1 294 | 26,64 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 21 675 | 29,06 | 820 | 52,42 | ||||
| 2026-04-20 | 13F | Chatham Capital Group, Inc. | 73 527 | 0,05 | 2 782 | 18,08 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 27 109 | 5,48 | 1 026 | 24,54 | ||||
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 16 425 | 0,35 | 622 | 18,51 | ||||
| 2026-05-12 | 13F | Dearborn Partners Llc | 17 022 | 19,53 | 644 | 41,23 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 9 723 | 15,27 | 368 | 35,93 | ||||
| 2026-04-22 | 13F | Gemmer Asset Management LLC | 5 720 | 216 | ||||||
| 2026-05-11 | 13F | MCF Advisors LLC | 30 750 | 218,03 | 1 164 | 276,38 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 1 223 | 46 | ||||||
| 2026-05-08 | 13F | Middleton & Co Inc/ma | 5 600 | 212 | ||||||
| 2026-04-15 | 13F | Silverlake Wealth Management Llc | 12 630 | 5,87 | 478 | 24,87 | ||||
| 2026-04-30 | 13F | Diversified Investment Strategies, LLC | 5 955 | 225 | ||||||
| 2026-04-21 | 13F | Torrey Growth & Income Advisors | 5 600 | 216 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 41 093 | 0,75 | 1 555 | 18,90 | ||||
| 2026-01-16 | 13F | Trust Co Of Vermont | 3 445 | 18,51 | 110 | 22,22 | ||||
| 2026-05-12 | 13F | Leavell Investment Management, Inc. | 66 183 | 0,38 | 2 504 | 18,50 | ||||
| 2026-05-08 | 13F | Glassy Mountain Advisors, Inc. | 6 000 | 227 | ||||||
| 2026-05-14 | 13F | Novak & Powell Financial Services, Inc. | 41 902 | 0,98 | 1 586 | 19,17 | ||||
| 2026-04-23 | 13F | Powell Investment Advisors, LLC | 8 960 | 1,51 | 339 | 20,21 | ||||
| 2026-04-29 | 13F | United Asset Strategies, Inc. | 19 493 | 1,26 | 738 | 19,45 | ||||
| 2026-05-13 | 13F | J Hagan Capital, Inc. | 5 858 | 222 | ||||||
| 2026-04-23 | 13F | Next Level Private LLC | 15 826 | 1,40 | 599 | 19,60 | ||||
| 2026-05-06 | 13F | Modera Wealth Management, LLC | 22 845 | 31,09 | 864 | 54,84 | ||||
| 2026-05-15 | 13F | Sig Brokerage, Lp | Call | 8 700 | 329 | |||||
| 2026-04-21 | 13F | AA Financial Advisors, LLC | 13 307 | 4,18 | 504 | 22,98 | ||||
| 2026-04-24 | 13F | Sage Investment Counsel LLC | 26 318 | 1,49 | 996 | 19,74 | ||||
| 2026-04-14 | 13F | USA Financial Portformulas Corp | 355 | 13 | ||||||
| 2026-04-30 | 13F | Personal Cfo Solutions, Llc | 18 834 | 0,12 | 713 | 18,08 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 12 232 | 1,83 | 463 | 20,00 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 174 887 | 16,30 | 5 702 | 18,25 | ||||
| 2026-04-24 | 13F | Walker Asset Management, LLC | 19 974 | 1,50 | 756 | 19,84 | ||||
| 2026-04-17 | 13F | Community Bank & Trust, Waco, Texas | 6 005 | 0 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 1 949 | 1,51 | 74 | 19,67 | ||||
| 2026-05-11 | 13F | Camden Capital, LLC | 1 057 | 40 | ||||||
| 2026-05-15 | 13F | TRUE Private Wealth Advisors | 5 359 | 203 | ||||||
| 2026-05-12 | 13F | Keeler THomas Management LLC | 67 490 | 2 554 | ||||||
| 2026-05-15 | 13F | Evercore Wealth Management, LLC | 219 962 | 1,60 | 8 323 | 19,93 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 4 953 | 1,39 | 187 | 19,87 | ||||
| 2026-04-01 | 13F | Burkett Financial Services, Llc | 1 240 | 1,47 | 47 | 17,95 | ||||
| 2026-05-15 | 13F | Infrastructure Capital Advisors, Llc | 1 548 308 | 15,48 | 58 588 | 36,30 | ||||
| 2026-05-11 | 13F | Commerce Bank | 901 591 | 2,16 | 34 116 | 20,58 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 5 899 | 223 | ||||||
| 2026-04-22 | 13F | Caldwell Trust Co | 7 550 | 10,54 | 286 | 30,73 | ||||
| 2026-05-08 | 13F | SYM FINANCIAL Corp | 5 370 | 203 | ||||||
| 2026-04-29 | 13F | Skopos Labs, Inc. | 5 910 | 224 | ||||||
| 2026-04-20 | 13F | Hilton Head Capital Partners, LLC | 18 863 | 0,63 | 714 | 18,83 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 95 880 | 0,96 | 3 628 | 19,19 | ||||
| 2026-05-06 | 13F | Fidelis Capital Partners, LLC | 83 967 | 88,40 | 3 177 | 122,48 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 303 029 | 6,74 | 11 467 | 25,97 | ||||
| 2026-04-27 | 13F | Dominguez Wealth Management Solutions, Inc. | 5 900 | 223 | ||||||
| 2026-05-14 | 13F | JRM Investment Counsel, LLC | 553 284 | 2,23 | 20 936 | 20,67 | ||||
| 2026-05-13 | 13F | Franklin Resources Inc | 170 776 | 6,15 | 6 462 | 25,28 | ||||
| 2026-05-11 | 13F | Accordant Advisory Group Inc | 996 | 11,16 | 38 | 32,14 | ||||
| 2026-05-04 | 13F | Savant Capital, LLC | 180 013 | 0,50 | 6 812 | 18,62 | ||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 5 614 | 212 | ||||||
| 2026-05-12 | 13F | Moneta Group Investment Advisors Llc | 181 811 | 0,38 | 6 880 | 18,48 | ||||
| 2026-05-13 | 13F | Envision Financial Transparency, LLC | 11 000 | 0 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 66 519 | 59,29 | 2 517 | 88,12 | ||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 1 418 | 53 | ||||||
| 2026-04-15 | 13F | Retirement Investment Advisors, Inc. | 6 771 | 255 | ||||||
| 2026-04-16 | 13F | Tactive Advisors, LLC | 25 403 | 10,23 | 961 | 30,22 | ||||
| 2026-05-13 | 13F | Cornerstone Select Advisors, LLC | 66 681 | 4,63 | 2 523 | 23,49 | ||||
| 2026-05-12 | 13F | Sovereign Investment Advisors, LLC | 332 382 | 0,48 | 12 577 | 18,60 | ||||
| 2026-05-15 | 13F | Ameriflex Group, Inc. | 3 806 | 1,85 | 144 | 21,01 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 20 270 | 0,25 | 767 | 18,36 | ||||
| 2026-04-13 | 13F | Fiduciary Financial Group, Llc | 11 771 | 0,43 | 445 | 18,67 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 16 483 | 624 | ||||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 2 | 0 | ||||||
| 2026-04-15 | 13F | Sarver Vrooman Wealth Advisors | 300 | 11 | ||||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 11 202 | 0,02 | 424 | 17,83 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 30 404 | 1,48 | 1 150 | 19,79 | ||||
| 2026-04-16 | 13F | XML Financial, LLC | 112 381 | 3,23 | 4 252 | 21,83 | ||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 23 073 | 7,90 | 873 | 27,45 | ||||
| 2026-05-01 | 13F | Financial Connections Group, Inc. | 428 | 1,42 | 0 | |||||
| 2026-05-12 | 13F | Anfield Capital Management, LLC | 10 | 0 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 2 928 068 | 57,53 | 93 874 | 61,51 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 47 859 | 53,74 | 1 811 | 81,64 | ||||
| 2026-04-21 | 13F | MBE Wealth Management, LLC | 7 623 | 0,57 | 288 | 18,52 | ||||
| 2026-05-13 | 13F | Freestone Capital Holdings, LLC | 13 314 | 10,97 | 504 | 30,99 | ||||
| 2026-05-04 | 13F | Texas Yale Capital Corp. | 1 909 341 | 0,18 | 72 249 | 18,24 | ||||
| 2026-04-21 | 13F | Marietta Wealth Management, LLC | 21 208 | 802 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 111 546 | 5,42 | 4 221 | 24,41 | ||||
| 2026-05-11 | 13F | Linscomb & Williams, Inc. | 275 809 | 0,08 | 10 437 | 18,12 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 258 379 | 1,01 | 9 777 | 19,23 | ||||
| 2026-04-22 | 13F | Peak Planning Group, LLC | 15 058 | 0,15 | 570 | 18,05 | ||||
| 2026-05-15 | 13F | Lazard Asset Management Llc | 14 129 | 14,57 | 535 | 35,19 | ||||
| 2026-05-15 | 13F | Westwood Holdings Group Inc | 5 496 068 | 4 185,37 | 207 971 | 4 958,89 | ||||
| 2026-05-01 | 13F | Markel Corp | 202 000 | 3 106,35 | 7 644 | 1 728,47 | ||||
| 2026-05-15 | 13F | RMB Capital Management, LLC | 116 013 | 13,79 | 4 390 | 34,30 | ||||
| 2026-04-16 | 13F | Freedom Financial Partners LLC | 9 085 | 4,63 | 344 | 23,38 | ||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 1 056 663 | 7,86 | 39 984 | 27,31 | ||||
| 2026-05-04 | 13F | Bleakley Financial Group, LLC | 33 070 | 2,34 | 1 251 | 20,75 | ||||
| 2026-05-15 | 13F | AlphaCore Capital LLC | 456 511 | 2,04 | 17 274 | 20,44 | ||||
| 2026-05-11 | 13F | Mountain Capital Investment Advisors, Inc | 7 034 | 1,01 | 269 | 16,52 | ||||
| 2026-05-15 | 13F | Forest Hill Capital, LLC | 5 584 | 211 | ||||||
| 2026-05-13 | 13F | Truvestments Capital Llc | 1 323 | 0,15 | 50 | 19,05 |
